Wilbanks Smith & Thomas Asset Management’s Starwood Property Trust STWD Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio STWD Stock Details STWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-92,637	Closed	-$1.64M	–	529
2023 Q1	$1.64M	Buy	92,637 +8,007	+9%	+$155K	0.06%	175
2022 Q4	$1.55M	Buy	84,630 +6,781	+9%	+$135K	0.06%	183
2022 Q3	$1.42M	Buy	77,849 +6,988	+10%	+$158K	0.06%	180
2022 Q2	$1.48M	Buy	70,861 +6,208	+10%	+$143K	0.06%	188
2022 Q1	$1.52M	Buy	+64,653	New	+$1.56M	0.06%	184
2020 Q1	–	Sell	-27,018	Closed	-$672K	–	436
2019 Q4	$672K	Buy	+27,018	New	+$661K	0.04%	209
2018 Q4	–	Sell	-8,514	Closed	-$183K	–	1193
2018 Q3	$183K	Buy	+8,514	New	+$188K	0.01%	413

Other funds holding STWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's STWD Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Starwood Property Trust (STWD) in Q2 2023, closing a stake of 92,637 shares — an estimated $1.64M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in STWD in Q3 2018 and held it in 7 quarters. The position peaked at $1.64M in Q1 2023. 453 funds tracked by Wall St. Rank hold STWD as of Q2 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Starwood Property Trust position as of Q2 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 92,637 Starwood Property Trust shares in Q2 2023, an estimated $1.64M.
Wilbanks Smith & Thomas Asset Management first reported a position in Starwood Property Trust in Q3 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's Starwood Property Trust position peaked at $1.64M in Q1 2023.
453 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.